Courtney Truss has been Chief Compliance Officer and Managing Member of Bluewater Wealth Advisors since February 2024, is a control person of the firm and directly owns between 5% and 10% of it. Courtney Truss holds a Bachelor of Arts in Political Science from Birmingham Southern College and a Master of Business Administration from the University of Alabama at Birmingham.
Bluewater Wealth Advisors, LLC is a Vestavia Hills, AL firm with $146M under management, 27 clients and 3 advisers across 4 offices, as of its March 2026 filing.
Courtney B. Truss is Founder & Managing Partner of Bluewater Wealth Advisors. She has spent over a decade in client experience and regulatory compliance, including seven years working with regulators at the FDIC and the State of Alabama. Before joining Bluewater, she was Director of Wealth Management Business Services at Oakworth Capital Bank, and earlier a Wealth Compliance Officer for a bank trust company.
- – present · 2 yearsVestavia Hills, AL · Adviser representative · Firm CRD 330078
Investment adviser representative registrations
Courtney Truss is registered as an investment adviser representative in Alabama, since March 2024.
- AlabamaSince 28 March 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 March 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Courtney Nicole Bascom Truss
- CRD
- 7874018
- Firm
- Bluewater Wealth Advisors · CRD 330078
- Role
- Chief Compliance Officer and Managing Member
- Office
- 4553 PINE TREE CIRCLE, SUITE 220, Vestavia Hills, AL 35243
- Registration
- Investment adviser registration
- In the industry since
- March 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bluewaterwa.com
Where does Courtney Truss work?
Courtney Truss has been Chief Compliance Officer and Managing Member of Bluewater Wealth Advisors, LLC since February 2024, and is a control person of the firm.
Is Courtney Truss a financial advisor?
Yes. Courtney Truss has a current investment-adviser registration in Alabama, through Bluewater Wealth Advisors since March 2024.
How many years of experience does Courtney Truss have?
Courtney Truss has 2 years in the financial industry, since March 2024, across 1 adviser firm.
What exams has Courtney Truss passed?
Courtney Truss passed the Series 65 in March 2024.
Where is Courtney Truss based?
Courtney Truss’ registered office is in Vestavia Hills, AL.
Is Courtney Truss registered with FINRA?
No. Courtney Truss has no current broker registration.
How can I verify Courtney Truss’ record?
Search CRD 7874018 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Courtney Truss’ full registration record.
